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March 4, 2025
Question

Shouldn’t we use the social security benefits worksheet?

  • March 4, 2025
  • 1 reply
  • 0 views
The worksheet determines how much of your Social Security payments are taxable.

    1 reply

    DoninGA
    Employee
    March 4, 2025

    TurboTax calculates how much of your Social Security benefits are taxable, if any, automatically.

     

    Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

    Married Filing Jointly - $32,000
    Single or Head of Household - $25,000
    Married Filing Separately - 0